Vendor-neutral RPA consulting and implementation for financial services and regulated industries

Your RPA & Intelligent Automation Partner for Sustainable Process Automation

ADVISORI supports you as a strategic automation partner from process analysis through implementation with UiPath, Automation Anywhere or Power Automate to ongoing operations.

  • 01Long-term strategic partnership with joint innovation development
  • 02EU AI Act-compliant automation with integrated compliance management
  • 03Vendor-neutral consulting and technology selection for optimal solutions
  • 04Continuous development and scaling of your automation landscape
11+Years of experience
120+Employees
540+Projects
ISO 27001certified

Why Choose an Intelligent Automation Partner?

A successful automation transformation requires more than one-off project consulting. As a strategic RPA and intelligent automation partner, we combine technology expertise in UiPath, Automation Anywhere and Microsoft Power Automate with industry-specific know-how for financial services, insurance and regulated industries. This shortens your time-to-value and minimises implementation risks.

Our Intelligent Automation partnership covers the entire value chain — from strategic planning through technical implementation to continuous development and innovation.

6 service modules

What we take on for you

Bookable individually or as an end-to-end programme.

01

Strategic Partnership Planning

Development of a long-term partnership strategy with a shared vision, goal-setting, and roadmap for your Intelligent Automation transformation.

  • Joint strategy development and goal-setting
  • Long-term partnership roadmap with milestones
  • Governance structures for successful collaboration
  • KPI definition and success metrics for partnership performance
02

Co-Innovation and Technology Development

Joint development of effective automation solutions through collaborative research, prototyping, and technology scouting.

  • Joint research and development projects
  • Rapid prototyping and proof-of-concept development
  • Technology scouting and innovation monitoring
  • IP protection and joint exploitation strategies
03

EU AI Act Compliance Partnership

Long-term partnership for continuous EU AI Act compliance with proactive risk management and regulatory monitoring.

  • Continuous compliance monitoring and adaptation
  • Proactive risk management and early warning systems
  • Regulatory monitoring and impact assessment
  • Joint audit preparation and compliance documentation
04

Vendor-Neutral Technology Partnership

Independent technology evaluation and ecosystem integration without vendor lock-in for optimal automation solutions.

  • Vendor-neutral technology evaluation and selection
  • Multi-vendor integration and ecosystem management
  • Technology roadmap and migration strategies
  • Vendor relationship management and negotiation support
05

Competency Development and Knowledge Transfer

Systematic development of internal automation competencies through structured knowledge transfer programs and mentoring.

  • Structured knowledge transfer programs
  • Mentoring and coaching for internal teams
  • Development of Centers of Excellence
  • Certification and qualification programs
06

Continuous Optimization and Scaling

Long-term support for continuous improvement, scaling, and evolution of your automation landscape.

  • Performance monitoring and continuous optimization
  • Scaling strategies and capacity planning
  • Evolution management and technology updates
  • Long-term roadmap adaptation and strategy development

5 phases

Our Partnership Approach

As a strategic Intelligent Automation Partner, we pursue a collaborative, long-term oriented approach based on trust, shared innovation, and sustainable value creation.

  1. Strategic partnership analysis and joint goal-setting

  2. Co-development of a tailored automation strategy

  3. Agile implementation with continuous feedback and adaptation

  4. Joint innovation and technology scouting for future readiness

  5. Long-term support with continuous optimization and scaling

Asan Stefanski

Your contact

Asan Stefanski

Head of Digital Transformation

11+ years of experience, Applied Computer Science degree, Strategic planning and management of AI projects, Cyber Security, Secure Software Development, AI

True Intelligent Automation transformation is built through strategic partnerships that go beyond traditional consulting. As a partner, we invest in our clients' success over the long term and jointly develop effective, EU AI Act-compliant solutions that create sustainable business value while maintaining the highest security standards.

Our Partnership Advantages

  • 01Long-term commitment with strategic alignment to your business objectives
  • 02EU AI Act expertise as the foundation for legally sound automation
  • 03Vendor-neutral consulting without technology lock-in
  • 04Continuous innovation through joint research and development

Partnership Approach

Successful Intelligent Automation is built through long-term partnerships that go beyond traditional consulting. As a strategic partner, we invest in our clients' success over the long term and jointly develop effective solutions for their specific challenges.

5 QUESTIONS, BRIEFLY ANSWERED

Frequently asked questions about Intelligent Automation Partner

What distinguishes a strategic automation partner from a one-off implementation provider?

A project provider delivers a defined scope and leaves; a strategic partner takes co-responsibility for the long-term success of your automation programme. In practice this means a jointly maintained automation roadmap instead of isolated bot projects, a continuously assessed use case pipeline, shared governance structures and ongoing optimisation of what is already live. Knowledge transfer is built into the engagement, so your internal capabilities grow with every initiative. For regulated industries the difference is even more pronounced: requirements such as the EU AI Act evolve continuously, and a partner monitors these changes and adapts your automation landscape proactively rather than reactively. The result is a lower total cost per automated process and a programme that compounds value instead of plateauing after the first wave.

What does the EU AI Act mean for our automation landscape?

Classic rule-based RPA is generally outside the scope of the EU AI Act — but intelligent automation increasingly embeds AI components such as document understanding, machine-learning-based decisioning or generative AI, and these can trigger obligations. What applies depends on the risk classification of the use case and on your role as deployer or provider of the AI system. Within the partnership, we maintain an inventory of the AI components in your automations, classify each use case, and implement the required governance: transparency measures, human oversight, documentation and logging. Because the AI Act's obligations phase in over several years, we also monitor regulatory developments and supervisory guidance continuously, so your automation landscape stays compliant without you having to build that monitoring capability yourself.

Which engagement models does an automation partnership offer?

The right model depends on your maturity and on how much you want to build versus buy.

🔍 Typical partnership models:

• Advisory partnership: strategy, roadmap and governance support alongside your teams
• Implementation partnership: joint delivery of automation projects with structured knowledge transfer
• Managed services: we operate, monitor and maintain your bot landscape
• Build-operate-transfer: we establish your Center of Excellence and hand it over stepwise

The models can be combined and adjusted as your maturity grows — many clients start with implementation support and shift toward advisory and managed services as their internal capabilities mature. Commercial terms follow the chosen model and are agreed transparently up front.

How do you ensure we build internal competencies instead of becoming dependent on you?

Knowledge transfer is a contractual component of the partnership, not a byproduct. We deliver in mixed teams so your developers and business analysts learn on real projects, complemented by structured training paths for the roles that carry an automation programme: developers, process analysts, product owners and governance functions. Where it fits your strategy, we enable citizen developers with clear guardrails, so departmental automation grows without creating shadow IT. All governance artefacts — standards, review checklists, operating procedures — are documented as your property, not ours. The success indicator we track together is simple: the share of automations your team designs, builds and operates independently should rise steadily. A good partner makes itself less necessary for delivery and more valuable for strategy and innovation.

How do we measure whether the partnership actually delivers value?

We define the measurement framework jointly at the start of the partnership, so value is assessed against agreed criteria rather than anecdotes. Typical dimensions include hours returned to the business and processing cost per transaction, quality effects such as error and rework rates, cycle time improvements, compliance indicators like documentation completeness and audit findings, and pipeline health — how many use cases are assessed, approved and delivered per period. Equally important are adoption metrics: whether automations are actually used and whether the business trusts their output. In regular value reviews, typically quarterly, we assess these KPIs together, decide on course corrections and reprioritise the roadmap. This transparency is deliberate: a partnership only makes sense for you if its contribution is demonstrable.

Certificates, partners and more

ISO 9001 CertifiedISO 27001 CertifiedISO 14001 CertifiedBeyondTrust PartnerBVMW Bundesverband MitgliedMitigant PartnerGoogle PartnerTop 100 InnovatorMicrosoft AzureAmazon Web Services

Your strategic success starts here

Our clients trust our expertise in digital transformation, compliance, and risk management

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Schedule a strategic consultation with our experts now

30 Minutes • Non-binding • Immediately available

For optimal preparation of your strategy session:

Your strategic goals and challenges
Desired business outcomes and ROI expectations
Current compliance and risk situation
Stakeholders and decision-makers in the project

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